Financial and retirement planning guidance from mid-Michigan's Dan Reese & Brent Oliver of Avery Wealth.... more
FAQs about The Retirement Cafe:How many episodes does The Retirement Cafe have?The podcast currently has 106 episodes available.
July 20, 2023Understanding Social Security If You’re Divorced or WidowedUnderstanding Social Security can be confusing, especially when there is a divorce or the death of a spouse. Today we are going to discuss some of the common questions about benefits and ways to maximize the amount of money you receive if you find yourself in either of these situations. Contact:https://www.averywealth.com/517-783-1695...more30minPlay
July 06, 2023The Savings Hierarchy: Are You Putting Money In The Right Place?Have you ever wondered if you are putting money in the right place? Today, we are going to discuss the hierarchy of savings vehicles to give you a roadmap for where to put your next dollar of savings. Stay tuned for a very helpful and important conversation with Dan and Brent! Contact:https://www.averywealth.com/517-783-1695...more31minPlay
June 15, 2023The Power of a Statement of Financial PurposeWelcome to the Retirement Café! Today we are going to talk about the power of having a statement of financial purpose and how it can help you improve your financial decision-making and well-being. Contact:https://www.averywealth.com/517-783-1695...more29minPlay
June 01, 2023Why Families Shy Away from Financial PlanningWelcome to the Retirement Café! Today we are going to talk about some of the reasons or excuses that families have for not participating in the Financial Planning process and what you can do to start moving forward.Contact:https://www.averywealth.com/517-783-1695...more31minPlay
April 13, 2023Ep 73: 5 Tax Gotchas in RetirementWelcome to the Retirement Café! Today we are going to talk about the 5 Tax Gotchas in Retirement. If you are close to retirement and have been a good saver, your retirement accounts can create tax issues. Not only for you but for your heirs. As the old Morgan Stanley advertisement used to say, “You must pay taxes. But there’s no law that says you’ve gotta leave a tip."Contact:https://www.averywealth.com/517-783-1695...more24minPlay
March 23, 2023Ep 72: Bank Failures and My MoneyWarren Buffett once said, "Banking is a very good business if you don't do anything dumb." Well, it makes you wonder about the leadership in some of the banks that have failed this year. Today we are going to talk about how banks make money, what can lead to bank failures, and what protection is there for the average American with money they have in the bank or invested in securities.Contact:https://www.averywealth.com/517-783-1695...more29minPlay
March 16, 2023Ep 71: The Pitfalls of PredictionsWelcome to the Retirement Café! Today we are going to talk about predicting the future and why listening to predictions can be such an issue for so many families.Contact:https://www.averywealth.com/517-783-1695...more26minPlay
March 02, 2023Ep 70: Simplify for Financial SuccessAlbert Einstein once said, “Everything should be made as simple as possible, but not simpler.” Today we are going to talk about why the overabundance of financial information and technology tools may be preventing families from achieving financial independence versus helping them.Contact:https://www.averywealth.com/517-783-1695...more30minPlay
February 16, 2023Ep 69: Breaking Down SECURE Act 2.0Welcome to The Retirement Café! Today we are going to discuss what is in the new Secure Act 2.0 which is part of the massive $1.7 trillion omnibus spending bill passed by congress at the end of 2022. Understanding the changes for those working and those retired is important so you can make good financial decisions in 2023 and beyond.Contact:https://www.averywealth.com/517-783-1695...more32minPlay
February 02, 2023Ep 68: What the Market Taught Us in 2022Theodore Roosevelt once said, “The more you know about the past, the better prepared you are for the future.” Every year the market has a way of reminding us of lessons taught in previous years. Today we are going to talk about what the market taught us in 2022.Contact:https://www.averywealth.com/517-783-1695...more36minPlay
FAQs about The Retirement Cafe:How many episodes does The Retirement Cafe have?The podcast currently has 106 episodes available.